SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Adviser Investments LLC's Holding History (CIK: 0001544576)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 162,412 Value ($000) $4,371 Avg Close — Range —
Q3 2025
Shares 141,029 Value ($000) $3,715 Avg Close — Range —
Q2 2025
Shares 142,148 Value ($000) $3,474 Avg Close — Range —
Q1 2025
Shares 142,062 Value ($000) $3,137 Avg Close — Range —
Q4 2024
Shares 165,670 Value ($000) $3,840 Avg Close — Range —
Q3 2024
Shares 56,326 Value ($000) $3,822 Avg Close — Range —
Q2 2024
Shares 56,315 Value ($000) $3,618 Avg Close — Range —
Q1 2024
Shares 60,179 Value ($000) $3,735 Avg Close — Range —
Q4 2023
Shares 60,221 Value ($000) $3,396 Avg Close — Range —
Q3 2023
Shares 54,907 Value ($000) $2,778 Avg Close — Range —
Q2 2023
Shares 56,693 Value ($000) $2,969 Avg Close — Range —
Q3 2018
Shares 5,993 Value ($000) $417 Avg Close — Range —